Maridea Wealth Management

RIASEC RegisteredEst. 2024

Total AUM

$959M

Discretionary

$934M

97% of AUM

Avg account

$195K

Accounts

4,904

Employees

48

Advisory reps

37

Firm details

Headquarters: Brooklynn, New York
CRD number: 325523
Registered since: January 31, 2024
Website: www.marideawealth.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.65%
HNWI42.7%
Pension & Profit Sharing Plans2.61%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maridea Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC. The firm serves both individual/family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. The firm acts as a capital allocator, placing client capital with third-party alternative fund managers, and its filings indicate it is not positioning itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds63%
Exchange Traded Equities26%
Cash & Cash Equivalents5%
State & Local Bonds4%
Other2%

Owners & executives

3 of 6

Robert Pagliuco
Managing Director, Chief Compliance OfficerCRD 2617931
Kenneth Bauso
Chief Investment Officer & Investment AdvisorCRD 3129411
Nicholas Crow
Chief Operating OfficerCRD 6280566

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Contacts

3 of 31

Thomas Mcguire
PresidentCRD 2558508
Brian Cathcart
Investment Advisor RepresentativeCRD 8026884
Joseph Robertson
Registered RepresentativeCRD 7493533

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Brooklynn, NY

Kings

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Kings
Address: 25 Kent Ave
Time zone: ET (UTC-5)
Office locations

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